Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAAAX (CALVERT AGGRESSIVE ALLOCATION FUND CLASS A) | 10.76% | 22.83% | 15.74% | 6.67% | 10.08% | 9.27% | 7.28% | … | … |
Data as of 06/03/2026, Common starting date is 07/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAAAX (CALVERT AGGRESSIVE ALLOCATION FUND CLASS A) | 07/28/2005 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.96 | 22.83 | 15.74 | 6.67 | 10.08 | 9.27 | 7.28 | … | … | 10.76 | 14.93 | 12.56 | 15.14 | -19.48 | 14.49 | 15.24 | 27.33 | -7.74 | 20.25 | 7.55 | -0.19 | 5.83 | 27.20 | 15.25 | -3.81 | 12.28 | 26.18 | -37.31 | 5.22 | 13.06 | 2.25 |
| Sharpe Ratio | NA | 1.79 | 1.01 | 0.29 | 0.54 | NA | NA | … | … | 1.78 | 0.81 | 0.85 | 1.05 | -1.06 | 1.25 | 0.48 | 2.36 | -0.67 | 3.46 | 0.57 | -0.02 | 0.59 | 2.69 | 1.19 | -0.17 | 0.71 | 1.09 | -1.08 | 0.14 | 0.93 | 0.31 |
| Standard Deviation(%) | NA | 11.53 | 12.63 | 14.13 | 15.60 | NA | NA | … | … | 14.22 | 14.93 | 10.54 | 11.04 | 19.84 | 11.55 | 30.81 | 10.97 | 13.66 | 5.69 | 12.76 | 13.12 | 9.77 | 10.10 | 12.84 | 22.73 | 17.11 | 23.89 | 35.17 | 14.71 | 10.44 | 8.71 |
| Draw Down(%) | NA | 9.39 | 15.37 | 27.28 | 32.59 | NA | NA | … | … | 9.39 | 15.37 | 6.49 | 11.80 | 25.70 | 5.06 | 32.59 | 6.11 | 17.52 | 1.61 | 10.48 | 11.00 | 7.84 | 6.05 | 11.40 | 19.98 | 13.72 | 24.00 | 47.48 | 9.88 | 10.17 | 4.78 |
| Yield(%) | 0.00 | 4.27 | 4.17 | 2.74 | 4.40 | 5.37 | 4.36 | … | … | 0.00 | 4.43 | 2.77 | 4.91 | 1.05 | 2.02 | 0.56 | 4.35 | 5.54 | 6.30 | 5.33 | 13.26 | 7.42 | 3.48 | 0.78 | 0.78 | 0.40 | 0.72 | 3.23 | 3.33 | 1.64 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAAAX (CALVERT AGGRESSIVE ALLOCATION FUND CLASS A) |
-15.44%
Feb 2006 – Feb 2009 |
-2.92%
May 2007 – May 2012 |
3.63%
Feb 2006 – Feb 2016 |
4.51%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAAAX (CALVERT AGGRESSIVE ALLOCATION FUND CLASS A) |
21.17%
Feb 2009 – Feb 2012 |
19.02%
Feb 2009 – Feb 2014 |
12.74%
Feb 2009 – Feb 2019 |
11.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart